Should I Move My 401k to a Roth IRA? (Your Letters)

The Stacking Benjamins Show

Joe Saul-Sehy and Josh ‘OG’ Bannerman, CFP

Personal Finance, Financial Planning, Education, Retirement, Investing, Cfp, Business, Money

4.4 • 2K Ratings

🗓️ 16 October 2017

⏱️ 63 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

You have money in an old 401k and would prefer to have that money in your Roth IRA. Should you make that move? How do you accomplish that goal? That's one of the many letters we tackle on today's podcast! We'll also talk about investing in other countries, differences in investing for men and women, talk through how pensions work, and much more. Our listener letters are always some of our most entertaining and wide-ranging episodes, and you don't disappoint today. A superstar is in trouble with a credit card company. We'll share strategies to help you handle YOUR debt a little less "fancy" than this singer. Also, we'll talk about some big news for baby boomers, throw out the Haven Life Line, feature some hair-raising trivia from Doug, and more. Special thanks to M1Finance for supporting our show. Use code "stackingbenjamins" and your first year's fee is waived. Thanks to LinkedIn for supporting Stacking Benjamins. Go to LinkedIn-dot-com-slash-sb and get a $50 credit toward your first job post. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Transcript

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0:21.2	that's Dell.com slash deals.
0:24.3	Hey guys this is Alex or as we call I'm here in the basement
0:31.0	self-identified listener number three.
0:33.0	And what's funny is, when I'm not stacking Benjamin's, I'm usually
0:37.0	count in gold in my Los Angeles bunker, maybe buying a new van for the Mrs.
0:41.0	Sometimes I call my significant other and tell them to stop
0:43.7	tracking the time it takes to manage our rental empire such as in 15 minute
0:47.6	increments so that I can jet set from Hawaii to the middle U.S. on a budget airliner
0:51.5	to get one hell of a deal on a new car to drive back to Vegas
0:54.8	just in time to tell my best friend about the trip to Vietnam that my family and I went on.
0:58.8	Did I mention I went to Vietnam?
1:00.4	Huh, what, Doug, get out of here.
1:02.6	You're ruining the intro.
1:03.8	Gotta go.
1:04.6	Live from Joe's mom's basement.
1:10.3	It's the Stacking Benjamin show.. I'm Joe's mom's neighbor Doug. Would you believe me if I told you it's National Bosses Day?
1:30.0	And that means Joe's mom.
1:35.0	Just before we taped, she reminded us to act like great hosts,
1:41.0	use our inside voices and answer a flock of your letters, especially if we
	...

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